Wealth Advisory Solutions, LLC Top Holdings and 13F Report (2025) About Wealth Advisory Solutions, LLCInvestment ActivityWealth Advisory Solutions, LLC has $356.90 million in total holdings as of December 31, 2024.Wealth Advisory Solutions, LLC owns shares of 127 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 5.96% of the portfolio was purchased this quarter.About 6.71% of the portfolio was sold this quarter.This quarter, Wealth Advisory Solutions, LLC has purchased 122 new stocks and bought additional shares in 56 stocks.Wealth Advisory Solutions, LLC sold shares of 49 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $37,037,429iShares Core S&P Mid-Cap ETF $27,226,238iShares S&P Mid-Cap 400 Value ETF $20,328,743SPDR Portfolio S&P 500 ETF $19,915,221Apple $16,656,440 Largest New Holdings this Quarter ASML $1,799,236 HoldingMolina Healthcare $320,737 HoldingJacobs Solutions $316,011 HoldingCoca-Cola $279,485 HoldingTesla $264,515 Holding Largest Purchases this Quarter Chubb 10,050 shares (about $2.78M)iShares Preferred and Income Securities ETF 82,961 shares (about $2.61M)ASML 2,596 shares (about $1.80M)SPDR Portfolio S&P 500 ETF 21,714 shares (about $1.50M)Kayne Anderson Energy Infrastructure Fund 107,933 shares (about $1.37M) Largest Sales this Quarter Occidental Petroleum 130,306 shares (about $6.44M)Estée Lauder Companies 47,532 shares (about $3.56M)Advanced Micro Devices 23,776 shares (about $2.87M)Chevron 13,798 shares (about $2.00M)Crown Castle 14,369 shares (about $1.30M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Advisory Solutions, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$37,037,429$113,114 ▼-0.3%63,19510.4%FinanceIJHiShares Core S&P Mid-Cap ETF$27,226,238$125,243 ▼-0.5%436,9487.6%ETFIJJiShares S&P Mid-Cap 400 Value ETF$20,328,743$500 ▼0.0%162,6825.7%ETFSPLGSPDR Portfolio S&P 500 ETF$19,915,221$1,496,961 ▲8.1%288,8785.6%ETFAAPLApple$16,656,440$350,338 ▲2.1%66,5144.7%Computer and TechnologyLLYEli Lilly and Company$12,542,684$274,060 ▲2.2%16,2473.5%MedicalAMZNAmazon.com$10,481,149$42,342 ▼-0.4%47,7742.9%Retail/WholesaleJPMJPMorgan Chase & Co.$10,031,655$139,272 ▲1.4%41,8492.8%FinanceUNHUnitedHealth Group$9,028,083$16,188 ▼-0.2%17,8472.5%MedicalAPDAir Products and Chemicals$8,822,437$33,935 ▼-0.4%30,4182.5%Basic MaterialsLULULululemon Athletica$7,633,693$9,178 ▼-0.1%19,9622.1%Consumer DiscretionaryGLDMSPDR Gold MiniShares Trust$7,072,027$245,288 ▼-3.4%136,0272.0%FinanceQQQInvesco QQQ$6,537,113$43,966 ▼-0.7%12,7871.8%FinanceTJXTJX Companies$5,751,281$10,994 ▼-0.2%47,6061.6%Retail/WholesaleACNAccenture$5,658,190$9,850 ▼-0.2%16,0841.6%Computer and TechnologyCBChubb$5,412,441$2,776,815 ▲105.4%19,5891.5%FinanceHDHome Depot$5,286,763$6,613 ▼-0.1%13,5911.5%Retail/WholesaleMSFTMicrosoft$4,994,775$8,852 ▲0.2%11,8501.4%Computer and TechnologyIWMiShares Russell 2000 ETF$4,846,601$30,935 ▼-0.6%21,9341.4%FinanceCVXChevron$4,639,805$1,998,503 ▼-30.1%32,0341.3%Oils/EnergyCHENIERE ENERGY INC$4,241,104$6,876 ▼-0.2%19,7381.2%COM NEWZTSZoetis$4,202,453$635,427 ▼-13.1%25,7931.2%MedicalSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$3,984,566$254,447 ▲6.8%121,6291.1%ETFRQICohen & Steers Quality Income Realty Fund$3,860,055$1,272,458 ▲49.2%315,3641.1%Financial ServicesIVEiShares S&P 500 Value ETF$3,837,070$32,831 ▲0.9%20,1021.1%ETFGNRCGenerac$3,820,277$295,680 ▲8.4%24,6391.1%Industrial ProductsGLDSPDR Gold Shares$3,511,245$219,861 ▼-5.9%14,5011.0%FinanceNVONovo Nordisk A/S$3,392,113$1,086,347 ▲47.1%39,4341.0%MedicalVWOVanguard FTSE Emerging Markets ETF$3,376,386$48,753 ▲1.5%76,6660.9%ETFCMECME Group$3,330,643$6,038 ▼-0.2%14,3420.9%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,154,296$443,590 ▲16.4%57,6760.9%ETFPFFiShares Preferred and Income Securities ETF$3,149,502$2,608,294 ▲481.9%100,1750.9%ETFVTVVanguard Value ETF$3,133,066$65,688 ▲2.1%18,5060.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,132,882$279,805 ▲9.8%69,7440.9%ETFEFAiShares MSCI EAFE ETF$3,120,736$16,861 ▲0.5%41,2740.9%FinanceBNDVanguard Total Bond Market ETF$2,670,187$179,129 ▼-6.3%37,1320.7%ETFADBEAdobe$2,636,508$1,242,881 ▼-32.0%5,9290.7%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$2,486,081$123,902 ▲5.2%49,8010.7%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,257,115$277,577 ▲14.0%31,5990.6%ETFVXFVanguard Extended Market ETF$2,059,573$11,209 ▲0.5%10,8410.6%ETFNEENextEra Energy$2,035,064$239,588 ▲13.3%28,3870.6%UtilitiesSNOWSnowflake$2,017,384$17,757 ▼-0.9%13,0650.6%Computer and TechnologyIDViShares International Select Dividend ETF$1,948,266$46,327 ▼-2.3%71,1570.5%ETFBRK.BBerkshire Hathaway$1,917,828$251,117 ▲15.1%4,2310.5%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,868,919$61,228 ▲3.4%43,2220.5%ETFASMLASML$1,799,236$1,799,236 ▲New Holding2,5960.5%Computer and TechnologyKYNKayne Anderson Energy Infrastructure Fund$1,686,121$1,371,828 ▲436.5%132,6610.5%Financial ServicesGSThe Goldman Sachs Group$1,673,196$573 ▲0.0%2,9220.5%FinanceLAMRLamar Advertising$1,604,290$19,113 ▼-1.2%13,1780.4%FinanceJPCNuveen Preferred & Income Opportunities Fund$1,576,661$1,334,785 ▲551.8%200,5930.4%Financial ServicesXLEEnergy Select Sector SPDR Fund$1,566,464$2,141 ▲0.1%18,2870.4%ETFGOVTiShares U.S. Treasury Bond ETF$1,552,322$84,888 ▲5.8%67,5510.4%ETFSPABSPDR Portfolio Aggregate Bond ETF$1,544,836$88,890 ▲6.1%61,8180.4%ETFGOOGLAlphabet$1,497,742$85,753 ▲6.1%7,9120.4%Computer and TechnologyFALNiShares Fallen Angels USD Bond ETF$1,463,926$110,286 ▲8.1%54,8080.4%ManufacturingXLKTechnology Select Sector SPDR Fund$1,439,570$33,019 ▼-2.2%6,1910.4%ETFIVViShares Core S&P 500 ETF$1,405,179$131,864 ▲10.4%2,3870.4%ETFIWNiShares Russell 2000 Value ETF$1,369,142$122,303 ▲9.8%8,3400.4%ETFOXYOccidental Petroleum$1,271,863$6,438,420 ▼-83.5%25,7410.4%Oils/EnergyVEAVanguard FTSE Developed Markets ETF$1,076,763$69,004 ▼-6.0%22,5170.3%ETFSPIPSPDR Portfolio TIPS ETF$1,024,422$19,387 ▲1.9%40,4750.3%ETFAMDAdvanced Micro Devices$1,002,678$2,871,904 ▼-74.1%8,3010.3%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$968,108$223,151 ▼-18.7%11,8090.3%ManufacturingIBTFiShares iBonds Dec 2025 Term Treasury ETF$885,064$29,756 ▲3.5%37,9530.2%ManufacturingJNJJohnson & Johnson$881,035$377,462 ▼-30.0%6,0920.2%MedicalXBISPDR S&P Biotech ETF$804,271$540 ▼-0.1%8,9300.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$801,941$6,838 ▲0.9%7,5060.2%FinanceDISWalt Disney$751,501$7,572 ▼-1.0%6,7490.2%Consumer DiscretionaryPFEPfizer$708,737$3,794 ▼-0.5%26,7150.2%MedicalPSXPhillips 66$692,808$95,245 ▼-12.1%6,0810.2%Oils/EnergyUPSUnited Parcel Service$633,539$54,855 ▼-8.0%5,0240.2%TransportationABTAbbott Laboratories$629,782$11,813 ▲1.9%5,5980.2%MedicalBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$617,040$13,805 ▼-2.2%6,7490.2%ETFPGXInvesco Preferred ETF$599,848$6,330 ▼-1.0%52,0250.2%ETFGOOGAlphabet$595,125$32,375 ▲5.8%3,1250.2%Computer and TechnologyBALTInnovator Defined Wealth Shield ETF$584,978$127,785 ▲27.9%18,6180.2%ETFLOWLowe's Companies$577,759$101,188 ▲21.2%2,3410.2%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$569,5800.0%1,0000.2%ETFXLVHealth Care Select Sector SPDR Fund$563,926$14,583 ▲2.7%4,0990.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$561,784$16,027 ▼-2.8%10,8660.2%ManufacturingFLOTiShares Floating Rate Bond ETF$559,375$204 ▼0.0%10,9940.2%ETFELEstée Lauder Companies$559,201$3,563,950 ▼-86.4%7,4580.2%Consumer StaplesAMLPAlerian MLP ETF$553,8400.0%11,5000.2%ETFAXPAmerican Express$530,661$62,920 ▲13.5%1,7880.1%FinanceXLFFinancial Select Sector SPDR Fund$527,065$10,777 ▼-2.0%10,9060.1%ETFBSVVanguard Short-Term Bond ETF$522,500$119,923 ▼-18.7%6,7620.1%ETFJNKSPDR Bloomberg High Yield Bond ETF$495,012$4,010 ▲0.8%5,1850.1%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$477,461$35,543 ▼-6.9%9,2690.1%ManufacturingCOSTCostco Wholesale$401,326$34,818 ▲9.5%4380.1%Retail/WholesaleXOMExxon Mobil$389,941$21,837 ▼-5.3%3,6250.1%Oils/EnergyXLREReal Estate Select Sector SPDR Fund$381,213$15,903 ▼-4.0%9,3730.1%ETFBMYBristol-Myers Squibb$379,404$16,063 ▲4.4%6,7080.1%MedicalNVDANVIDIA$378,161$64,325 ▲20.5%2,8160.1%Computer and TechnologyFCTRFirst Trust Lunt U.S. Factor Rotation ETF$376,8760.0%11,4410.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$345,706$716 ▲0.2%6,7600.1%ETFELVElevance Health$334,592$369 ▼-0.1%9070.1%MedicalSDYSPDR S&P Dividend ETF$334,345$3,170 ▲1.0%2,5310.1%ETFITWIllinois Tool Works$326,078$254 ▲0.1%1,2860.1%Industrial ProductsMOHMolina Healthcare$320,737$320,737 ▲New Holding1,1020.1%MedicalMCDMcDonald's$318,299$69,284 ▲27.8%1,0980.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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